Elizabeth's Business Legacy Your Trusted Business Partner.

Phone (510) 253-4562

Welcome to

Elizabeth's Business Legacy Your trusted partner for taxes, insurance, and more

"Hi, I'm Gloria Elizabeth, I help families and couples navigate life's biggest moments: from planning your wedding day, to protecting your family with life and health insurance, to filing your taxes with confidence. As a Certified Acceptance Agent (CAA) with the IRS, I also help you get your ITIN quickly and correctly. One trusted place for every step of your journey."

Mission

"To provide reliable and personalized solutions that make our clients’ financial and personal lives easier, creating security and peace of mind in every service we offer."

Vision

"To become the go-to company in our community, recognized for trust, excellence, and commitment in every service we provide."

Our Services

A welcoming office space with soft sky blue walls and gold accents, reflecting professionalism and warmth.
A welcoming office space with soft sky blue walls and gold accents, reflecting professionalism and warmth.
  • Tax preparation
  • CAA- Agent, ITIN Certifications
  • Wedding
  • Medicare plans
  • Life Insurance, Term and IUL
  • Annuities
  • Health Insurance
  • Covered California
  • Kaiser plans
  • Dental plans

Schedule your appointment for personalized service.

Contact - us

Email

Phone

businesslegacy1@hotmail.com

(510) 253-4562

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